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Download a List of Your Partners

You can download lists of your partners, which can include their names, contact information, account information, and their partner type. This can be useful for third-party integration, like email services.

Download a partner listing report

The partner listing report shows all partners joined to your program, along with detailed information about them. You can choose what format you want the list to download in.

  1. From the left navigation bar, select [Engage] v2 [Engage]Reports → More Reports.

  2. Select Category, then select Operations [Unchecked box] [Unchecked box].

  3. Scroll down to Partner Listing, hover over it, and select View.

  4. In the top-right corner, select [Download report] vNext [Download].

  5. Select a format for the download file: PDF, Excel, or CSV.

Download a partner email list

This list gives you the contact information for all of your partners.

  1. From the left navigation bar, select [Engage] v2 [Engage]Partners → Partners.

  2. In the top-right corner, select Download Partner Email List. A CSV download will start.

If you want to download the list in another format:

  1. From the left navigation bar, select [Engage] v2 [Engage]Partners → Partners.

  2. In the top right corner, select [Report] [Reports] → Partner Contact List.

    • You'll be redirected to the Partner Contact List page.

  3. In the top-right corner, select [Download] v2 [Download].

  4. Select a format for the download file: PDF, Excel, or CSV.

Download a partner group contact email list

You can download specific partner groups if you do not want the contact information for all of your partners. Learn how to create a partner group. This list will always be in .csv format.

  1. From the left navigation bar, select [Engage] v2 [Engage]Partners → Groups.

  2. Find the partner group you want to contact.

  3. Hover your cursor over the group, then select [More] vNext [More]Download Email List.

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